See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,768 | $136,179-20.1% | $98,755+10.1% | $167,490-35.1% |
| Participation rate | 22.2% | 70.2%-48.0pp | 65.7%-43.5pp | 82.1%-59.9pp |
| Annual return | 1.19% | 67.53%-66.3pp | 49.91%-48.7pp | 478.56%-477.4pp |
| Employer contribution / active EE | $421 | $2,631-84.0% | $2,067-79.7% | $4,837-91.3% |
| Participant deferral / active EE | $1,245 | $3,716-66.5% | $3,035-59.0% | $6,341-80.4% |
| Admin fee / account holder | $216 | $5,031-95.7% | $4,076-94.7% | $12,309-98.2% |